“Small, independent firms with excellent people focused on a well-defined market segment provide the highest likelihood of identifying the intelligent contrarian investment approach necessary to achieving excellent investment results”

David E. Swensen, Chief Investment Officer,Yale University Endowment

Author, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment (2000)
& Unconventional Success: A Fundamental Approach to Personal Investment(2005)

The CRIMSON Capital Growth Fund has delivered superior investment results and
capital growth for CRIMSON Investors in these extraordinary times.

August July June May April 2020
CRIMSON* 5.4% 5.1% 4.8% 8.7% 20.7% 16.2%
Russell 20002 2.6% 1.2% 2.0% 5.4% 11.6% -5.9%
Outperformance 2.8% 3.9% 2.8% 3.3% 9.1% 22.1%

This document does not constitute an offer to sell units of the CRIMSON Capital Growth Fund LP (the ‘Fund’). Units of the Fund are only available to investors who meet investor suitability and eligibility requirements. This document does not purport to be exhaustive and does not contain all the information that a prospective investor should consider in investigating an investment opportunity in the Fund. This document is for preliminary discussion purposes only and should not be relied upon for making any investment decision.
Certain figures in this document relate to past performance. Past performance is not a reliable indicator of future performance and should not be the sole factor of consideration when selecting a product or strategy. Information as of August 31, 2020. Performance is estimated.
1 F-Class Fund Returns for time periods of more than one year are historical annual compounded total returns while returns for time periods of one year or less are cumulative. Returns are reported in Canadian dollars and are net of fees. Since inception date: September 2018. 2 Source: Bloomberg.